Thornburg Limited Term Income Fund (THIFX) belongs to the Short-Term Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with THIFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to THIFX
THIFX charges 0.77% annually. There are 105 mutual funds in the Short-Term Bond category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Institutional Short-Term Bond Fund | 0.02% | — | Jun 2015 | THIFX vs VISTX | |
| Vanguard Institutional Intermediate-Term Bond Fund | 0.02% | — | Jun 2015 | THIFX vs VIITX | |
| Schwab Short-Term Bond Index Fund | 0.06% | — | Feb 2017 | THIFX vs SWSBX | |
| TIAA-CREF Short-Term Bond Index Fund | 0.09% | — | Aug 2015 | THIFX vs TNSHX | |
| Vanguard Short-Term Bond Index Fund | 0.15% | — | Mar 1994 | THIFX vs VBISX |
Best Risk-Adjusted Alternatives to THIFX
THIFX has a PortfoliosLab risk / return rank of 59. There are 91 mutual funds in the Short-Term Bond category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Diamond Hill Short Duration Securitized Bond Fund ... | 99 | — | Jul 2016 | THIFX vs DHEIX | |
| GuidepathConservative Income Fund | 99 | — | Apr 2018 | THIFX vs GPICX | |
| DFA Short-Duration Real Return Portfolio | 99 | — | Nov 2013 | THIFX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 99 | — | Jul 2016 | THIFX vs DHEAX | |
| DoubleLine Low Duration Bond Fund | 97 | — | Sep 2011 | THIFX vs DBLSX |
Top Performing THIFX Alternatives (YTD)
THIFX is at 0.67% YTD. There are 79 mutual funds in the Short-Term Bond category with higher YTD returns, going as high as 10.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Absolute Return Allocation Fund | 10.27% | — | Apr 2011 | THIFX vs GPARX | |
| Leader Short Term High Yield Bond Fund | 3.89% | — | Jul 2005 | THIFX vs LCCMX | |
| DFA Short-Duration Real Return Portfolio | 2.57% | — | Nov 2013 | THIFX vs DFAIX | |
| Holbrook Income Fund | 2.12% | — | Jul 2016 | THIFX vs HOBEX | |
| BlackRock Allocation Target Shares Series A Portfo... | 1.87% | — | Sep 2015 | THIFX vs BATAX |
Lowest Volatility Alternatives to THIFX
THIFX has 2.27% 1-year volatility. There are 97 mutual funds in the Short-Term Bond category with lower 1-year volatility, going as low as 0.83%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidepathConservative Income Fund | 0.83% | — | Apr 2018 | THIFX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 1.05% | — | Jul 2016 | THIFX vs DHEIX | |
| DFA Short-Term Extended Quality Portfolio | 1.07% | — | Mar 2009 | THIFX vs DFEQX | |
| DFA Short-Duration Real Return Portfolio | 1.10% | — | Nov 2013 | THIFX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 1.11% | — | Jul 2016 | THIFX vs DHEAX |
Lowest Drawdown Alternatives to THIFX
THIFX has a 1-year max drawdown of -1.50%. There are 87 mutual funds in the Short-Term Bond category with shallower 1-year drawdowns, going as shallow as -0.25%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidepathConservative Income Fund | -0.25% | — | Apr 2018 | THIFX vs GPICX | |
| DFA Short-Duration Real Return Portfolio | -0.47% | — | Nov 2013 | THIFX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | -0.50% | — | Jul 2016 | THIFX vs DHEAX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | -0.50% | — | Jul 2016 | THIFX vs DHEIX | |
| Holbrook Income Fund | -0.61% | — | Jul 2016 | THIFX vs HOBEX |
Other Mutual Funds from Thornburg
The 10 most viewed Thornburg mutual funds shown here include TIBIX, TIBAX, THOIX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Thornburg Investment Income Builder Fund Class I | Diversified Portfolio | 98 | 17.96% | — | Dec 2002 | THIFX vs TIBIX | |
| Thornburg Investment Income Builder Fund | Global Allocation | 98 | 17.92% | — | Dec 2002 | THIFX vs TIBAX | |
| Thornburg Global Opportunities Fund | Foreign Large Cap Equities | 94 | 14.72% | — | Jul 2006 | THIFX vs THOIX | |
| Thornburg Better World International Fund | Foreign Large Cap Equities | 14 | 4.58% | — | Sep 2015 | THIFX vs TBWIX | |
| Thornburg Strategic Income Fund | Multisector Bonds | 49 | 0.90% | — | Dec 2007 | THIFX vs TSIIX | |
| Thornburg International Equity Fund | Foreign Large Cap Equities | 46 | 12.18% | — | May 1998 | THIFX vs TGVAX | |
| Thornburg Strategic Municipal Income Fund | Municipal Bonds | 70 | 1.92% | — | Mar 2009 | THIFX vs TSSIX | |
| Thornburg Intermediate Municipal Fund | Municipal Bonds | 74 | 1.61% | — | Jul 1991 | THIFX vs THIMX | |
| Thornburg Small/Mid Cap Core Fund | Large Cap Blend Equities | 17 | 10.62% | — | Oct 1995 | THIFX vs TVAFX | |
| Thornburg Limited Term Municipal Fund | Municipal Bonds | 68 | 0.82% | — | Sep 1984 | THIFX vs LTMFX |
Often Compared With THIFX
Investors most often compare THIFX with DLDFX, SNSAX, TINGX. These 3 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Destinations Low Duration Fixed Income Fund | Short-Term Bond | 94 | 1.61% | — | Mar 2017 | THIFX vs DLDFX | |
| SEI Asset Allocation Trust Defensive Strategy Fund | Short-Term Bond | 89 | 1.86% | — | Nov 2003 | THIFX vs SNSAX | |
| Thornburg International Growth Fund | Foreign Large Cap Equities | 13 | 10.68% | — | Jan 2007 | THIFX vs TINGX |
Compare THIFX with Any Fund or Stock
Compare THIFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair THIFX with funds that move differently
Thornburg Limited Term Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to THIFX.
Explore THIFX Diversifiers